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WELD COMMUNITY

Charter #63122 · CO

100M-500M
1070 CUs in 100M-500M nationally 26 in CO

WELD COMMUNITY has 4 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.17% above tier average
  • + Net Interest Margin 0.56% above tier average
  • + Total Delinquency Rate (60+ days): Top 2.1% in tier
  • + Share Certificate Concentration (%): Top 5.0% in tier

Key Concerns

Areas that may need attention

  • - Accelerating Exit Risk: Bottom 50.0% in tier
  • - Shrinking Wallet Share: Bottom 50.0% in tier
  • - Stagnation Risk: Bottom 50.0% in tier
  • - Institutional Decline: Bottom 50.0% in tier
  • - Membership Headwinds: Bottom 50.0% in tier
  • - Margin Compression: Bottom 50.0% in tier
  • - Indirect Auto Dependency: Bottom 50.0% in tier
  • - Efficiency ratio 0.42% above tier (higher cost structure)

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (CO) National Avg Tier Percentile
Members 7,155
-1.8% YoY-0.3% QoQ
-8.0K 15,145
-2.5% YoY
45,987
+29.5% YoY
33,913
+5.7% YoY
Bottom 12.3% in tier
Assets $110.9M
-1.1% YoY+2.0% QoQ
$-120.8M $231.7M
+0.8% YoY
$896.2M
+38.1% YoY
$578.3M
+9.0% YoY
Bottom 7.8% in tier
Loans $58.9M
-9.0% YoY-2.8% QoQ
$-85.2M $144.1M
+0.2% YoY
$687.4M
+35.9% YoY
$402.4M
+8.7% YoY
Bottom 10.7% in tier
Deposits $98.2M
-2.2% YoY+2.0% QoQ
$-103.0M $201.1M
+0.4% YoY
$753.9M
+36.7% YoY
$494.3M
+9.1% YoY
Bottom 9.6% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 0.9%
-15.9% YoY-0.7% QoQ
+0.2% 0.7%
+5.1% YoY
0.5%
+3.7% YoY
0.4%
-39.2% YoY
64%
NIM 4.2%
+0.0% YoY-5.0% QoQ
+0.6% 3.6%
+4.6% YoY
3.5%
+0.5% YoY
3.8%
+4.1% YoY
82%
Efficiency Ratio 78.4%
+0.4% YoY-4.1% QoQ
+0.4% 78.0%
-1.7% YoY
80.2%
-2.9% YoY
84.6%
+2.8% YoY
49%
Delinquency Rate 0.0%
-66.3% YoY-68.9% QoQ
-0.7 0.8%
+7.1% YoY
1.0%
+37.3% YoY
1.2%
+3.4% YoY
Top 2.1% in tier
Loan To Share 60.0%
-6.9% YoY-4.7% QoQ
-10.4% 70.4%
-0.4% YoY
71.5%
-0.6% YoY
65.6%
-1.4% YoY
27%
AMR $21,951
-3.1% YoY+0.4% QoQ
$-3K $24,918
+2.7% YoY
$24,339
+6.3% YoY
$19,920
+1.6% YoY
44%
CD Concentration 5.6%
-28.5% YoY-1.0% QoQ
-18.6% 24.3% 26.7% 19.8% 50%
Indirect Auto % 16.2%
-17.0% YoY-1.8% QoQ
+2.4% 13.8% 12.4% 7.7% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (7)

Accelerating Exit Risk

decline
#15 of 53 • Bottom 50.0% in tier

Members leaving AND taking more deposits with them. This compounds quickly - urgent need for retention strategy.

Why This Signature
Member Growth (YoY): -1.82%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
AMR Growth (YoY): -3.07%
(Tier: 3.74%, National: 6.36%)
worse than tier avg
53 of 1070 Mid-Small & Community CUs have this signature | 66 nationally
→ No prior data (53 CUs now) | New qualifier

Shrinking Wallet Share

decline
#98 of 238 • Bottom 50.0% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -3.07%
(Tier: 3.74%, National: 6.36%)
worse than tier avg
238 of 1070 Mid-Small & Community CUs have this signature | 335 nationally
↓ Shrinking -109 CUs YoY | New qualifier

Stagnation Risk

risk
#312 of 570 • Bottom 50.0% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -1.82%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
Loan Growth (YoY): -8.96%
(Tier: 4.14%, National: 1.74%)
worse than tier avg
Delinquency Rate: 0.04%
(Tier: 0.76%, National: 1.19%)
but better than tier avg
570 of 1070 Mid-Small & Community CUs have this signature | 676 nationally
→ No prior data (570 CUs now) | New qualifier

Institutional Decline

decline
#167 of 250 • Bottom 50.0% in tier

Both members and loans declining - the institution is contracting. Leadership is likely under pressure to reverse course.

Why This Signature
Total Assets: $110.90M
(Tier: $334.04M, National: $578.34M)
worse than tier avg
Member Growth (YoY): -1.82%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
Loan Growth (YoY): -8.96%
(Tier: 4.14%, National: 1.74%)
worse than tier avg
250 of 1070 Mid-Small & Community CUs have this signature | 289 nationally
→ No prior data (250 CUs now) | New qualifier

Membership Headwinds

decline
#381 of 570 • Bottom 50.0% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -1.82%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
570 of 1070 Mid-Small & Community CUs have this signature | 676 nationally
→ No prior data (570 CUs now) | New qualifier

Margin Compression

decline
#124 of 133 • Bottom 50.0% in tier

Profitability above 0.75% ROA but margins eroding by at least 0.10%. Something changed - rising costs or falling yields need addressing.

Why This Signature
Return on Assets: 0.90%
(Tier: 0.72%, National: 0.39%)
but better than tier avg
ROA (Prior Year): 1.07%
(Tier: 0.67%, National: 0.75%)
but better than tier avg
ROA Change (YoY): -0.17% points
(Tier: 0.05% points, National: -0.45% points)
worse than tier avg
133 of 1070 Mid-Small & Community CUs have this signature | 162 nationally
→ No prior data (133 CUs now) | New qualifier

Indirect Auto Dependency

risk
#489 of 504 • Bottom 50.0% in tier

Significant portion of loan portfolio in indirect auto (>15%). This concentration creates dependency on dealer relationships.

Why This Signature
Asset Growth (YoY): -1.14%
(Tier: 4.68%, National: 1663.40%)
worse than tier avg
Indirect Auto %: 16.23%
(Tier: 13.80%, National: 7.73%)
worse than tier avg
Member Growth (YoY): -1.82%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
504 of 1070 Mid-Small & Community CUs have this signature | 745 nationally
↓ Shrinking -29 CUs YoY | Rank worsening

Metric Rankings

See how this credit union ranks across all tracked metrics compared to peers.

Strengths: Metrics in the top 25% (75th percentile or higher) Concerns: Metrics in the bottom 25% (25th percentile or lower)

Comparing against 1070 peers in tier

Top Strengths (3 metrics)

24
Total Delinquency Rate (60+ days)
risk
Value: 0.04%
Peer Median: 0.61%
#24 of 1070 Top 2.1% in 100M-500M tier
54
Share Certificate Concentration (%)
balance_sheet
Value: 5.64%
Peer Median: 23.10%
#54 of 1070 Top 5.0% in 100M-500M tier
192
Net Interest Margin (NIM)
profitability
Value: 4.19%
Peer Median: 3.62%
#192 of 1070 Top 17.9% in 100M-500M tier

Top Weaknesses (10 metrics)

1031
Loan Growth Rate
growth
Value: -8.96%
Peer Median: 2.93%
#1031 of 1070 Bottom 3.7% in 100M-500M tier
987
AMR Growth Rate
growth
Value: -3.07%
Peer Median: 3.46%
#987 of 1070 Bottom 7.9% in 100M-500M tier
987
Total Assets
balance_sheet
Value: $110.90M
Peer Median: $196.57M
#987 of 1070 Bottom 7.9% in 100M-500M tier
973
Deposit Growth Rate
growth
Value: -2.19%
Peer Median: 3.30%
#973 of 1070 Bottom 9.2% in 100M-500M tier
967
Total Deposits
balance_sheet
Value: $98.15M
Peer Median: $171.29M
#967 of 1070 Bottom 9.7% in 100M-500M tier
955
Total Loans
balance_sheet
Value: $58.91M
Peer Median: $121.41M
#955 of 1070 Bottom 10.8% in 100M-500M tier
949
Asset Growth Rate
growth
Value: -1.14%
Peer Median: 3.91%
#949 of 1070 Bottom 11.4% in 100M-500M tier
938
Total Members
engagement
Value: 7,155
Peer Median: 13,200
#938 of 1070 Bottom 12.4% in 100M-500M tier
843
Fee Income Per Member
profitability
Value: $103.61
Peer Median: $154.95
#843 of 1070 Bottom 21.3% in 100M-500M tier
840
Members Per Employee (MPE)
engagement
Value: 255.536
Peer Median: 309.176
#840 of 1070 Bottom 21.6% in 100M-500M tier
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